THEORY FINANCIAL LLC XLU Holdings History
THEORY FINANCIAL LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, THEORY FINANCIAL LLC held - shares of Utilities Select Sector SPDR ETF(XLU), totaling N/A. This investment constitutes 0% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2024Q2. And since then THEORY FINANCIAL LLC has made 3 purchases of XLU, at an average price of $70.47, for a total of 60,927.00 shares. In addition, there have been 1 sales at an average price of $78.14 for 60,927.00 shares. Based on historical transaction data and XLU's current price of $82.01, THEORY FINANCIAL LLC's estimated gain on his XLU holdings is $467,205.45, reflecting a 10.88% gain to date.
THEORY FINANCIAL LLC XLU ($82.01) Holding Chart
THEORY FINANCIAL LLC XLU ($82.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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